Case Study: Equisoft achieves unified global CRM reporting with Campaign Creators

Equisoft consolidates 700,000+ CRM records with Campaign Creators

EquiSoft, a global IT and technology firm, faced challenges from its fragmented CRM ecosystem, with regional teams using separate platforms like HubSpot, Zoho CRM, and Highrise. This disconnected system limited global visibility and created inconsistent processes. Campaign Creators was engaged to consolidate these environments into a single, scalable HubSpot Enterprise platform.

Campaign Creators implemented a structured solution, establishing governance through HubSpot Business Units and migrating up to 700,000 records from the legacy systems. They built custom objects, optimized hundreds of workflows and lists, and resolved historic automation issues. The result was a unified global CRM foundation for EquiSoft, providing leadership with consolidated reporting and regional teams with governed autonomy, all achieved with a seamless go-live transition.

EquiSoft